Brooks Jameson Casel is an investment adviser representative (IAR) with state registration records since 2022, appearing at 4 firms. Currently registered with OPTO INVESTMENT MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OPTO INVESTMENT MANAGEMENT, LLC | 2025-11-21 | present | Yes |
| BUTTONWOOD FINANCIAL GROUP, LLC | 2025-05-30 | 2025-09-05 | — |
| COPPER FINANCIAL NETWORK, LLC | 2024-10-16 | 2025-05-13 | — |
| CREATIVE PLANNING, LLC | 2022-03-26 | 2024-10-14 | — |